Focused Wealth Management’s Stanley Black & Decker SWK Stock Holding History

Focused Wealth Management’s Portfolio SWK Stock Details SWK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-5	Closed	-$530	–	881
2023 Q4	$530	Hold	5	–	–	﹤0.01%	897
2023 Q3	$448	Hold	5	–	–	﹤0.01%	924
2023 Q2	$498	Hold	5	–	–	﹤0.01%	948
2023 Q1	$424	Hold	5	–	–	﹤0.01%	948
2022 Q4	$392	Sell	5 -8	-62%	-$624	﹤0.01%	972
2022 Q3	$1K	Hold	13	–	–	﹤0.01%	898
2022 Q2	$1K	Hold	13	–	–	﹤0.01%	875
2022 Q1	$2K	Hold	13	–	–	﹤0.01%	813
2021 Q4	$2K	Hold	13	–	–	﹤0.01%	833
2021 Q3	$2K	Buy	13 +5	+63%	+$975	﹤0.01%	830
2021 Q2	$2K	Buy	+8	New	+$1.66K	﹤0.01%	830
2016 Q3	–	Sell	-1,200	Closed	-$133K	–	700
2016 Q2	$133K	Buy	+1,200	New	+$133K	0.06%	187

Other funds holding SWK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return